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Oarsman Capital’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Oarsman Capital’s Portfolio SPDW Stock Details SPDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$252K Hold
5,530
– – 0.03% 197
2025
Q4 		$246K Sell
5,530
-100
-2% -$4.37K 0.03% 200
2025
Q3 		$241K Hold
5,630
– – 0.03% 215
2025
Q2 		$228K Hold
5,630
– – 0.04% 223
2025
Q1 		$205K Hold
5,630
– – 0.04% 223
2024
Q4 		$192K Hold
5,630
– – 0.03% 235
2024
Q3 		$211K Buy
+5,630
New +$203K 0.04% 228
2024
Q2 		– Sell
-5,635
Closed -$202K – 246
2024
Q1 		$202K Sell
5,635
-3,725
-40% -$128K 0.05% 227
2023
Q4 		$318K Hold
9,360
– – 0.08% 163
2023
Q3 		$290K Sell
9,360
-534
-5% -$17.2K 0.12% 138
2023
Q2 		$322K Sell
9,894
-1,410
-12% -$46K 0.14% 126
2023
Q1 		$363K Sell
11,304
-845
-7% -$26.7K 0.17% 111
2022
Q4 		$361K Sell
12,149
-1,595
-12% -$45.8K 0.18% 109
2022
Q3 		$355K Sell
13,744
-2,737
-17% -$78.9K 0.19% 108
2022
Q2 		$475K Sell
16,481
-49,374
-75% -$1.56M 0.24% 99
2022
Q1 		$2.26M Sell
65,855
-4,684
-7% -$163K 0.88% 32
2021
Q4 		$2.57M Sell
70,539
-5,196
-7% -$191K 1.01% 24
2021
Q3 		$2.74M Sell
75,735
-1,606
-2% -$59.6K 1.11% 21
2021
Q2 		$2.85M Buy
77,341
+2,728
+4% +$101K 1.13% 20
2021
Q1 		$2.64M Sell
74,613
-38,722
-34% -$1.36M 1.14% 19
2020
Q4 		$3.83M Buy
113,335
+150
+0.1% +$4.73K 1.49% 15
2020
Q3 		$3.31M Buy
113,185
+18,170
+19% +$531K 1.49% 15
2020
Q2 		$2.62M Sell
95,015
-449
-0.5% -$11.8K 1.3% 21
2020
Q1 		$2.29M Buy
95,464
+11,138
+13% +$319K 2.11% 13
2019
Q4 		$2.64M Buy
84,326
+16,504
+24% +$503K 1.21% 22
2019
Q3 		$1.99M Sell
67,822
-1,737
-2% -$50.4K 0.95% 34
2019
Q2 		$2.06M Buy
69,559
+5,590
+9% +$165K 0.93% 35
2019
Q1 		$1.87M Buy
63,969
+3,905
+7% +$111K 0.89% 38
2018
Q4 		$1.59M Buy
60,064
+14,650
+32% +$413K 0.81% 42
2018
Q3 		$1.4M Buy
+45,414
New +$1.39M 0.56% 60

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Oarsman Capital's SPDW Position: Q1 2026 in Review

Oarsman Capital held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q1 2026 at 5,530 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #197.

Oarsman Capital first reported a position in SPDW in Q3 2018 and has held it in 30 quarters since. The position peaked at $3.83M in Q4 2020. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Oarsman Capital held 5,530 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $252K as of Q1 2026.
  • Oarsman Capital left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.03% of Oarsman Capital's portfolio in Q1 2026, its #197 holding.
  • Oarsman Capital first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2018 and has held it in 30 quarters since.
  • Oarsman Capital's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $3.83M in Q4 2020.
  • 1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Oarsman Capital's 13F filing for Q1 2026, filed 28 Apr 2026.